Set up SuperOffice Inbox

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The SuperOffice Inbox is an alternative way to connect your email to your SuperOffice CRM for email clients that cannot be connected via WebTools.

Before you begin

• Make sure IMAP is enabled in your email client. SuperOffice Inbox supports most of the IMAP email servers.

• To be able to send out emails from SuperOffice CRM, make sure that the email address you are going to use with SuperOffice Inbox is same as the first email registered in your Contact card/screen.

Set up email account

To access email, you must first specify details about your email account.

Watch this video to see how quickly and easily you can set up your SuperOffice Inbox or follow the steps below (video length -1:34):

Steps

1. Click on the Inbox icon in the navigator menu. The Set up email account screen appears the first time you open your inbox.

2. In the Email account field, enter the email address of the account you want to use in SuperOffice.

   

3. To enter information for incoming and outgoing email, click Advanced settings. If not, click Next. SuperOffice will then try to set up this information for you.

4. In the Password field, enter your password.

5. Click Log in.

   • If SuperOffice recognizes the email provider (such as Gmail), the server settings are set up automatically and the inbox loads.
   • If it does nnt get the details correct or the email address and password you entered are not correct, the Advanced settings dialog opens. Manually enter or check configuration information for incoming and outgoing servers.

How to manually add server information

Incoming email settings

To get your emails imported into SuperOffice CRM, enter your IMAP server details found in your email client's settings.

• User name: your full email address
• Password: your email account password
• SSL: On/Off - depends on your email provider's settings (see settings for Outlook and Gmail)

Outgoing email settings

To send emails from SuperOffice CRM, enter your SMTP server details.

• User name: your full email address
• Password: your email account password
• SSL: depends on your email provider's settings (see settings for Outlook and Gmail)

Change email configuration in SuperOffice Inbox

1. If you want to edit or remove your associated email account, click on your profile icon in the upper-right corner and choose Email options.

   

2. Select Email account tab and press the Edit/remove button.

   

Why is the email list is not updated?

Some email providers, such as Gmail, will block login attempts from unknown apps. Check your inbox to see if your email provider has sent you information about an unauthorized login attempt. Follow the instructions in the email to allow SuperOffice to access your account.

Tip

To access the email options, go to Personal settings > Email options.